HNWI Tax Specialist

2 weeks ago


Poole, United Kingdom Taylor Rose Recruitment Ltd Full time
Job Overview:
We are seeking a skilled Private Client Tax Manager to join our team in Poole. As a key member of our team, you will be responsible for managing a portfolio of high net worth individuals and delivering tax planning, compliance, and advisory services. This is a fantastic opportunity to grow your career and work with a leading firm of Chartered Accountants.

Responsibilities:
  • Deliver tax planning, review compliance, and advise on complex tax matters
  • Manage a portfolio of private clients, including HNWIs, Directors, Trusts & Estates
  • Identify tax planning opportunities and develop innovative solutions
  • Mentor junior staff and lead client meetings

What We Offer:
A competitive salary of £60,000 - £80,000 per annum, plus benefits, including private health insurance, flexible working arrangements, and a modern office environment. We also offer regular social events and a cycle to work scheme.

Requirements:
Candidates must be CTA qualified, have significant experience working with HNWIs, Trusts and Estates, and possess excellent communication skills.

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